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Innovator Growth-100 Power Buffer ETF October

54 hedge funds and large institutions have $36.5M invested in Innovator Growth-100 Power Buffer ETF October in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $35.7M → $36.5M (+$824K)

0.06% more ownership

Funds ownership: 43.33%43.38% (+0.06%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

4% less funds holding

Funds holding: 5654 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$6.25M +$2.38M +56,673 +63%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.75M -$376K -8,933 -18%
PWA
3
Pillar Wealth Advisors
Pennsylvania
$1.71M
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.55M
Truist Financial
5
Truist Financial
North Carolina
$1.53M -$38.4K -913 -2%
ICG
6
InterOcean Capital Group
Tennessee
$1.51M
BCM
7
Brookstone Capital Management
Illinois
$1.41M +$914K +21,733 +192%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.15M +$65.9K +1,567 +6%
SB
9
Strategic Blueprint
Georgia
$1.1M +$55.3K +1,315 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$942K -$514K -12,224 -36%
DFA
11
DHJJ Financial Advisors
Illinois
$899K -$162K -3,850 -15%
CF
12
Centaurus Financial
California
$770K -$34.2K -813 -4%
CA
13
Clearstead Advisors
Ohio
$765K +$379K +9,000 +100%
CAN
14
Cetera Advisor Networks
California
$759K -$85.6K -2,035 -10%
CFD
15
Creative Financial Designs
Indiana
$757K -$4.21K -100 -0.6%
CA
16
CoreCap Advisors
Michigan
$751K +$70.8K +1,682 +11%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$704K +$199K +4,740 +40%
DI
18
Diligent Investors
California
$690K
AWS
19
Atria Wealth Solutions
New York
$689K -$1.18K -28 -0.2%
AAS
20
Avantax Advisory Services
Texas
$635K +$11.1K +265 +2%
LPL Financial
21
LPL Financial
California
$609K +$72.9K +1,733 +14%
SS
22
Sunbelt Securities
Texas
$580K -$16.8K -400 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$541K +$84.9K +2,019 +19%
BWM
24
Brown Wealth Management
Illinois
$529K
TC
25
TownSquare Capital
Utah
$529K

NOCT Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator Growth-100 Power Buffer ETF October (NOCT) for Q3 2023, worth a combined $36.5M — up 2.3% from $35.7M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NOCT and 3 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 17 added.

The largest buyer was Osaic Holdings, adding an estimated $2.38M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.87M sold.

  • 54 institutional investors held Innovator Growth-100 Power Buffer ETF October (NOCT) as of Q3 2023, down from 56 in Q2 2023.
  • Funds reported $36.5M of Innovator Growth-100 Power Buffer ETF October stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 3 funds opened new Innovator Growth-100 Power Buffer ETF October positions in Q3 2023 and 5 closed out, a net change of -2 holders.
  • The largest Innovator Growth-100 Power Buffer ETF October buyer in Q3 2023 was Osaic Holdings, an estimated $2.38M added.
  • The largest Innovator Growth-100 Power Buffer ETF October seller in Q3 2023 was Susquehanna International Group, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2023.